DB

Diane B.

Director, Customer Success at SourceScrub

Diane B. has a wealth of work experience. Diane began their career in 2011 as a Student Research Assistant at the University of California, Davis. In 2012, they were a Marketing Intern at Biomet China. From 2013 to 2014, they worked as a Client Associate at Merrill Lynch and as an Intern at Morgan Stanley. In 2015, they were a Client Relations Manager at Fortis Advisors LLC. From 2016 to 2019, they were an Investor Relations Analyst at CIM Group and then worked their way up to Customer Success Manager, Team Lead, and Director of Customer Success. In their current role, they work at SourceScrub, the world's leading data service for firms looking to research, find and connect with privately held companies.

Diane B. received their Bachelor of Arts (B.A.) in Economics from UC Davis. In 2018, they completed a course in Real Estate from UCLA Extension.

Links

Previous companies

Morgan Stanley logo

Timeline

  • Director, Customer Success

    January, 2022 - present

  • Team Lead, Customer Success

    July, 2021

  • Senior Customer Success Manager

    January, 2021

  • Customer Success Manager

    January, 2019